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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL9 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $35,005 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,621 |
Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 13 · EIN 38-3478073 | Contract Administrator | $6,201 |
Filed as: JOHN HANCOCK INSURANCE COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $518 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,994 | $92,090-29.4% | $106,201-38.8% | $77,671-16.3% |
| Participation rate | 94.8% | 81.0%+13.8pp | 75.3%+19.5pp | 70.6%+24.2pp |
| Annual return | 14.17% | 17.89%-3.7pp | 116.26%-102.1pp | 31.21%-17.0pp |
| Employer contribution / active EE | $2,615 | $3,368-22.4% | $3,170-17.5% | $2,726-4.1% |
| Participant deferral / active EE | $6,288 | $5,386+16.7% | $5,012+25.5% | $4,648+35.3% |
| Admin fee / account holder | $219 | $219+0.2% | $11,039-98.0% | $430-49.0% |